DecisionPoint Financial’s Enterprise Products Partners EPD Stock Holding History

DecisionPoint Financial’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$6.27K	–	263
2024 Q4	$6.27K	Hold	200	–	–	﹤0.01%	183
2024 Q3	$5.82K	Hold	200	–	–	﹤0.01%	178
2024 Q2	$5.77K	Hold	200	–	–	﹤0.01%	175
2024 Q1	$5.81K	Buy	+200	New	+$5.49K	﹤0.01%	189

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

DecisionPoint Financial's EPD Position: Q1 2025 in Review

DecisionPoint Financial sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 200 shares — an estimated $6.27K sold.

DecisionPoint Financial first reported a position in EPD in Q1 2024 and held it in 4 quarters. The position peaked at $6.27K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

DecisionPoint Financial reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
DecisionPoint Financial sold 200 Enterprise Products Partners shares in Q1 2025, an estimated $6.27K.
DecisionPoint Financial first reported a position in Enterprise Products Partners in Q1 2024 and held it in 4 quarters.
DecisionPoint Financial's Enterprise Products Partners position peaked at $6.27K in Q4 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on DecisionPoint Financial's 13F filing for Q1 2025, filed 2 May 2025.